11 AI News That You Should Not Miss

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2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) provides AI-driven solutions, including GPUs, networking platforms, and software for applications in gaming, data centers, and autonomous vehicles.

A report released by consultation firm, TrendForce on December 17 states that the NVIDIA GB200 rack-mounted solution requires more time for supply chain optimization due to its advanced design specifications, including high-speed interconnects and a high thermal design power (TDP) that exceeds market standards. As a result, mass production and peak shipments are expected to begin between Q2 and Q3 of 2025.

The GB200, part of NVIDIA’s GB rack series, is designed for large cloud service providers and research institutions focused on AI and high-performance computing. The GB200 NVL72 model is expected to dominate deployments in 2025, accounting for up to 80% of total shipments. The GB200 features NVIDIA’s fifth-generation NVLink, offering superior bandwidth over the current PCIe 5.0 standard. Its TDP reaches 140 kW per rack, requiring liquid cooling solutions due to the inadequacy of traditional air cooling.

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